SSD prices could spike after contamination of 6.5 billion gigabytes of Western Digital NAND chips

Western Digital says it has lost at least 6.5 exabytes (6.5 billion gigabytes) of flash storage due to contamination issues at Western Digital’s joint venture partner’s NAND production facilities. As per the law of supply and demand, the contamination could see the price of NAND chip spike up to 10 percent.

SSD prices could spike after Western Digital contaminates 6.5 billion gigabytes of NAND chips

Tom Warren for The Verge:

The contamination could see the price of NAND — the main component of SSDs — spike up to 10 percent, according to market research firm TrendForce. Any potential NAND shortages or price fluctuations could affect the PC market over the next few months, which had another big year in 2021 despite global chip shortages and demand for GPUs.

The contamination of materials used in the manufacturing processes appears to have been detected in late January at two plants in Japan, with Western Digital’s joint venture partner, Kioxia (previously Toshiba), revealing it has affected BiCS 3D NAND flash memory.

It’s not clear what caused the contamination, whether products on the market will need to be recalled, or when production will resume.

MacDailyNews Take: Ai yi yi.

Western Digital is an Apple supplier. Kioxia NAND chips are used in many Apple products, including the iPhone 13 family, the 14- and 16-inch MacBook Pro, and iPad Pro.

Fortunately, Apple’s margins on storage are, as we all know, fat enough to absorb just about any hit. Cut-rate consumer-grade PC peddlers won’t be so lucky.

Please help support MacDailyNews. Click or tap here to support our independent tech blog. Thank you!

Shop The Apple Store at Amazon.


  1. SSD Flash
    Saviour of the mutiiverse

    SSD Flash
    Contaminate every one of us

    SSD Flash
    It’s a miracle

    (This mornings unprecedented contamination is cause for alarm)

    SSD Flash
    What was once impossible

    Flash is for every one of us
    Save for every one of us
    It’ll save with a mighty NAND
    Every man, every woman, every child with a mighty SSD Flash

    SSD Flash
    (WD’s alive)

    SSD Flash
    Contaminate every one of us

    Just a NAND, with a NAND’s courage
    It knows nothing but a NAND
    But it should never fail
    No one but the pure and smart will find they never fail

    SSD Flash, Flash, I love you when you’re not contaminated
    But we only have 14 hours to save 6.5 billion gigabytes from being dug into the earth
    SSD Flash

  2. Let’s put this into a more reasonable scale factor. A common SSD size today is 1 TB. This then equates to 6,5 million drives. Sales studies estimate about 4 million SSD sales each week. So this is less than two weeks sales. Plus SSD sales are only growing with the average size drive getting larger and larger.

    It’s a significant impact, but absolutely not catastrophic.

Reader Feedback

This site uses Akismet to reduce spam. Learn how your comment data is processed.